BrainboxAI Retail Finance and Sales Operations Analyst

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including Trane® and Thermo King,  sustainability is not just how we do business—it is our business.  Do you dare to look at the world's challenges and see impactful possibilities?  Do you want to contribute to making a better future?  If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.

Learn about our benefits designed for you to Thrive at work and at home. 

We boldly go.

Where is the work:

Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

 

 

What's in it for you:
The Finance and Sales Operations Analyst plays a key role in supporting day-to-day financial and sales operations activities across the business. This position partners closely with Field Service, Finance, Sales Operations, and other Customer-facing teams to help ensure invoicing accuracy, reporting integrity, timely billing, and effective order management. The role also supports continuous improvement initiatives, process standardization, and cross-functional coordination to help drive operational efficiency and customer satisfaction.

This role is well suited for a team member who is highly collaborative, detail-oriented, and comfortable working across systems, processes, and stakeholder groups to resolve issues and improve outcomes.

 

What you will do:

• Key Responsibilities
  • Support periodic financial analysis and reconcile ERP and related system activity to management accounts.
  • Partner with Finance and Sales Operations to support invoicing processes, issue resolution, and alignment across teams.
  • Act as a communication liaison to relevant business partners at key accounts for quote revisions and work order updates.
  • Assist with month-end close activities as needed, potentially including preparation and entry of journals and other financial support tasks.
  • Support Finance team members across business activities and serve as a subject matter expert and backup as needed.
  • Initiate and support projects aimed at resolving invoicing barriers and improving operational efficiency.
  • Investigate invoice delays within customer-hosted platforms as well as internal BBAI systems and help drive timely resolution.
  • Assist with the organization and reconciliation of orders, invoicing data and large datasets from customer systems/internal records to facilitate proper prioritization and processing efficiency.
  • Work directly with Accounts Receivable to support timely and accurate billing across customer accounts.
  • Support the development and implementation of invoicing processes for new customers.
  • Develop and refine reporting methods for third-party procurement companies and other customer-specific billing needs.
  • Build effective working relationships with customer Finance and invoicing contacts to support communication, issue resolution, and process alignment.
  • Create customer quotes based on approved scope of work provided by account managers and/or customers.
  • Receive approved dispatches from customer work order systems and enter orders into the appropriate business systems.
  • Provide support for customer meetings, internal meetings, training activities, and other sales operations responsibilities.
  • Process incoming RMA requests to support daily prioritization of loose-parts material requests.

 

What you will bring:

• Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent relevant experience.
• Experience supporting finance, accounting, sales operations, order management, or related business functions.
• Working knowledge of invoicing, billing, reconciliations, Accounts Receivable, and month-end support activities.
• Experience working within ERP systems and related reporting tools.
• Strong analytical skills and attention to detail.
• Ability to manage multiple priorities and work effectively across functions.
• Effective written and verbal communication skills.
• Proficiency in Microsoft Office applications, particularly Excel.
• Experience working with customer portals, procurement systems, or order management tools is preferred.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.